Asymmetrical Bets
Institutional grade stock research made digestible for the modern retail investor.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 45 | Founded | 5 months ago | Last Issue | 42 hours ago |
| Active | |||||
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asymmetricalbets.substack.comLatest Issues
Soitec Stock Is Up 100% Since We Called It. Do Q1 Earnings Justify The Hype?
Shares jumped 22% after Photonics-SOI sales doubled YoY, confirming the monopoly thesis we laid out back in March.
Back in March, our co-founder Michael flew out to Nvidia GTC, asked Jensen Huang about his $2 billion in optics investments,...
We Pitched You A Robotics Stock. It's Up 52% Today.
A follow up to our NVEC deep dive, where we identified asymmetrical upside, before an 81% revenue growth quarter and 50% pop.
When we published our deep dive piece a few weeks ago, the standing objection to this company was always the same...
Nokia Just Reported Earnings. Why Is The Stock Selling Off?
Nokia reported Q2 today.
A lot of people bought into this print and aren't sure what to make of it, so here's the overview.
This isn’t a business where headline revenue growth tells you much. At first glance the numbers look underwhelmin...
Did Kimi Just Start Another DeepSeek Moment?
On January 20, 2025, a relatively unknown Chinese AI lab called DeepSeek dropped a model that briefly erased nearly $600 billion in market cap from NVIDIA in a single session. If a Chinese lab could train a frontier model for a fraction of...
CleanSpark: This $3.2B Leopold Stock Is Finally Unlocking A $40B AI Goldmine
The neocloud trade has been unravelling, with Nebius, CoreWeave, Applied Digital and IREN having lost between 25–40% in one month.
That’s why seemingly nobody noticed what happened on July 14.
In the middle of the worst week the AI infra...
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Authors
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Join @MichaelSikand and @KawzInvests as they use thematic analysis and narrative driven alpha to find stocks with multi-bagger potential.
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